C is Dead. Long Live C.

It’s been a few years for me since I coded for my dinner money, personal automation projects aside, so I would not consider myself a professional coder. I have played with a few languages over the years: Assembler, C, Basic, Java, PHP, and Python, to name some. Recently I have been playing with GO and…

Three Cardinal Business/Product Management Principles

The Important What is the best way to use X resources Catch the waves on the upswing Do something great The Quote At first, I was just going post this Steve Jobs quote as a memorable quote. After going through the process of actually writing it down, I realized there was so much gold there…

Disaggregated Internet Exposes Strategic Straddles

All markets force companies to make choices: value proposition, how will it be differentiated, does anyone care, how does each investment support the intended value chain/value proposition. A disaggregated Internet forces existing companies to make new choices and creates the opportunity for new ones to disrupt. The emergence of Broadcom, and companies like Arista that…

Will Explainable AI Be The Competitive Battlefront?

The Important The explainability of accurate AI/ML algorithms is an inhibitor to usage Entrepreneurs are stepping into address this problem Explainability may become an area of differentiation in AI/ML solutions Quick and free subscription to the leading Cloud, Network, and Security Newsletter, CloudNetSec from bohcay: link Discussion When I started looking at Artificial Intelligence (AI)…

The Values-Driven Buyer

One of the significant strategy / management consulting focal points over the last few decades has been the idea that shareholder value rains supreme over all other corporate values. The recent pronouncement by the Business Roundtable, representing 181 CEOs, states this is no longer the case, with a broader scope of stakeholders being important. In…

Cisco FY4Q19: Subscription Nears The End of The Beginning

The Important Cisco now classifies 70% of software revenue as subscription This includes a wide scope of licensing arrangements Cisco has struggled hard over many years and done well But this is just the beginning The future belongs to the networking company that transforms to ratable, subscription, services. This will maximize financial outcomes This will…

Cisco Highly Differentiated. Law of Large Numbers Still Looms

With the Cisco’s FY4Q earnings call scheduled for next week, August 14th, some quick back of the napkin analysis on Cisco’s progress through FY3Q, towards transforming its business model. Will follow up with more analysis after the earnings call. Please note, this analysis is based purely on data made public by Cisco and does not…

IT and the Productivity Imperative

“Whether the discussion is SD-WAN/SEDANs, software defined transport infrastructure, or cloud infrastructure, the basis of competition is increasingly shifting to end-user experience, buyer experience, operational excellence, and operations integration. This is where recent disruption has occurred, and where there are likely still at least a few years of remaining innovation ahead. Technology suppliers should focus…

Serverless Network Functions (sNF)

The Important Extracting the most efficiency out of compute resources remains a key focus of IT Containers as applications or micro services are the current emerging focus to gain more efficiency than virtual machines In the long run, serverless will also receive more attention Serverless is a powerful paradigm, there are maturity gaps today, but…

EVs, Ford, Transformation, and When it’s in Your DNA…

The important When it is in your DNA, you focus on it relentlessly and reinforce its importance, it shines through in the products and services you create, regardless of the technology. Ultimately, when it comes to focusing hearts and minds, a business is shaped by customer outcomes. When companies focus on outcomes for the customer,…